How-to SugarCRM

Leverage our experience with How To guides for SugarCRM and Act-On software.

How ‘How to’ guides are a great resource to learn new tips and tricks with SugarCRM and Act-On software.

We implement dozens of new CRM projects each year and learn a trick or two while we’re at it.  We’re not a hoarder of great intel on how to make the most out of your investments and we like to share.

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The New SugarCRM Quotes Module 7.9

SugarCRM is always looking to improve the end user experience and the release of 7.9 will significantly benefit users running all commercial editions. One of the main updates released in SugarCRM 7.9 is the new...

Comment Log field in SugarCRM

The Comment Log field allows users to add messages and comments as text into a "log" that appears on record view with timestamps of when the entry was made and who the entry was...
SugarCRM Advanced Workflow

How to use Approve/Reject in Advanced Workflow

An approve/reject process references to a moment within a Process Definition where a user must decide if a certain element is approved or rejected. The remaining path the Process Definition will be dependant upon...

Data Privacy Module in Sugar

With the release of Sugar 8.0, Sugar introduced a new Data Privacy Module, this module is a feature aimed at supporting your ability to carry out your Organisations data privacy policies. What is the Data...

SugarCRM Relationships: Relate and Flex Relate Fields

You can create connections between modules in three different ways in SugarCRM. These are: Relationships, Relate fields and Flex Relate fields. But what’s the difference? Relate fields and Flex Relate fields are quite similar. Their...

How to add tabs in Sugar record view

Record view for every module in Sugar is the main data source, therefore, it's important to keep this view organised and easy to navigate enabling users to find the information required quickly and easily. One...

Drill Through Charts in Sugar

With the recent Winter '18 release of Sugar, SugarCRM introduced a significant enhancement to reporting tools in the form of drill through capability on charts. The drill through feature gives the end user the ability...

Get the most from Event-Based Gateways (SugarCRM Automation)

Within the Advanced Workflow tool, you have the ability to build a Process Definition. Process Definitions define the steps of an automated business process and control the flow of work that is allocated during...

How To Log Calls From List View In SugarCRM – Call Centre

Squeezing every second of efficiency savings in a call centre environment could save thousands of pounds each month (if you had enough users).  In this video, I'll show you a technique in SugarCRM to log...

How to log a Call with the Sugar Mobile App

The Sugar Mobile App is designed to allow users to easily access and update their CRM while being out and about. One of the functionalities of the Mobile App that is particularly useful is...
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